What are the responsibilities and job description for the Senior Financial Advisor position at Avior Executive Search, Inc?
Senior Financial Advisor-RETAINED SEARCH (REMOTE,HYBRID OR IN-PERSON)
Avior Executive Search has been retained by a boutique dynamic RIA based in the prestigious Carnegie Center of Princeton. Our client has over 30 years of wealth management expertise and looking for a Sr. Financial Advisor to become part of the team. The ideal candidate will be looking for a career changing opportunity. The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients with a T-12 of at least 200K and above. Along with the ability to build relationships with clients and provide them with sound financial advice.
The primary responsibilities of this role include:
- Providing financial advice to clients on a variety of topics, including retirement planning, 401K, investment management, and estate planning
- Developing and implementing financial plans for clients
- Managing client portfolios and providing ongoing investment advice
- Building and maintaining relationships with clients
To be successful in this role, you will need to have:
- Fee based business with a minimum T-12 of 200K and above.
- Series 65 required, Life & health is preferred.
- At least 5 years of experience in the financial services industry
- Strong communication and interpersonal skills
- The ability to work independently and as part of a team.
Our client offers a competitive payout and benefits package, including a generous commission structure & vesting plan. Our client offers a truly great work environment with a team of talented and dedicated professionals.
- Please contact Alan Goldstein for more information
